Southern Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
41,887
+479
| +1% | +$47.7K | 2.13% | 12 |
|
|
2025
Q1 | $3.66M | Sell |
41,408
-1,821
| -4% | -$161K | 2.03% | 15 |
|
|
2024
Q4 | $4.16M | Buy |
43,229
+1,272
| +3% | +$122K | 2.3% | 11 |
|
|
2024
Q3 | $3.69M | Buy |
41,957
+903
| +2% | +$79.4K | 2.08% | 13 |
|
|
2024
Q2 | $3.34M | Buy |
41,054
+1,505
| +4% | +$122K | 2.05% | 13 |
|
|
2024
Q1 | $3.24M | Buy |
39,549
+1,141
| +3% | +$93.5K | 1.97% | 14 |
|
|
2023
Q4 | $2.91M | Buy |
38,408
+13,897
| +57% | +$1.05M | 2.07% | 14 |
|
|
2023
Q3 | $1.64M | Sell |
24,511
-201
| -0.8% | -$13.5K | 1.37% | 17 |
|
|
2023
Q2 | $1.76M | Buy |
24,712
+1,215
| +5% | +$86.5K | 1.34% | 19 |
|
|
2023
Q1 | $1.52M | Buy |
23,497
+14
| +0.1% | +$906 | 1.13% | 21 |
|
|
2022
Q4 | $1.34M | Buy |
23,483
+2,200
| +10% | +$125K | 1.04% | 26 |
|
|
2022
Q3 | $1.24M | Buy |
21,283
+661
| +3% | +$38.5K | 1.01% | 22 |
|
|
2022
Q2 | $1.17M | Buy |
20,622
+11,763
| +133% | +$667K | 0.93% | 23 |
|
|
2022
Q1 | $665K | Sell |
8,859
-9,901
| -53% | -$743K | 0.45% | 33 |
|
|
2021
Q4 | $1.58M | Buy |
+18,760
| New | +$1.58M | 0.97% | 26 |
|